Beaumont Financial Advisors’s Ultrapar UGP Stock Holding History

Beaumont Financial Advisors’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$105K	Hold	20,863	–	–	0.01%	380
2026 Q1	$115K	Sell	20,863 -57	-0.3%	-$276	0.01%	366
2025 Q4	$78.9K	Hold	20,920	–	–	0.01%	368
2025 Q3	$85.8K	Sell	20,920 -1,823	-8%	-$6.2K	0.01%	393
2025 Q2	$74.6K	Hold	22,743	–	–	0.01%	377
2025 Q1	$70K	Hold	22,743	–	–	0.01%	366
2024 Q4	$59.8K	Hold	22,743	–	–	﹤0.01%	368
2024 Q3	$88.2K	Hold	22,743	–	–	0.01%	347
2024 Q2	$88.9K	Hold	22,743	–	–	0.01%	362
2024 Q1	$130K	Hold	22,743	–	–	0.01%	355
2023 Q4	$123K	Hold	22,743	–	–	0.01%	335
2023 Q3	$83.5K	Hold	22,743	–	–	0.01%	319
2023 Q2	$89.4K	Hold	22,743	–	–	0.01%	337
2023 Q1	$62.1K	Hold	22,743	–	–	0.01%	311
2022 Q4	$55K	Hold	22,743	–	–	0.01%	311
2022 Q3	$50K	Sell	22,743 -3,142	-12%	-$7.88K	﹤0.01%	300
2022 Q2	$61K	Hold	25,885	–	–	0.01%	300
2022 Q1	$78K	Buy	+25,885	New	+$70.2K	0.01%	353

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaumont Financial Advisors's UGP Position: Q2 2026 in Review

Beaumont Financial Advisors held its Ultrapar (UGP) position steady in Q2 2026 at 20,863 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #380.

Beaumont Financial Advisors first reported a position in UGP in Q1 2022 and has held it in 18 quarters since. The position peaked at $130K in Q1 2024. 178 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

Beaumont Financial Advisors held 20,863 shares of Ultrapar worth $105K as of Q2 2026.
Beaumont Financial Advisors left its Ultrapar share count unchanged in Q2 2026.
Ultrapar made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #380 holding.
Beaumont Financial Advisors first reported a position in Ultrapar in Q1 2022 and has held it in 18 quarters since.
Beaumont Financial Advisors's Ultrapar position peaked at $130K in Q1 2024.
178 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.